Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth MacIs is a financial advisor at Raymond James Financial Services Advisors, Inc. Elizabeth is a registered representative with FINRA and is licensed in 35 states, as well as with the state of Texas for investment advisory services. Elizabeth has been active in the financial industry since November 13, 2001. Previously, Elizabeth worked for Wells Fargo Clearing Services, LLC, Morgan Stanley Smith Barney, Citigroup Global Markets Inc., Legg Mason Wood Walker, Incorporated, and Deutsche Bank Securities Inc. Elizabeth holds the Series 66, Series 7, and SIE exams.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
MD
05/27/2022 - Present
Raymond James Financial Services Advisors, Inc. (COLUMBIA MD)
MD
06/26/2009 - 01/13/2022
WELLS FARGO CLEARING SERVICES, LLC (COLUMBIA MD)
MD
06/01/2009 - 07/01/2009
MORGAN STANLEY SMITH BARNEY (COLUMBIA MD)
MD
02/21/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (COLUMBIA MD)
MD
10/01/2003 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NY
11/14/2001 - 10/20/2003
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
BOTH
Issued 10/10/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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